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Kornitzer Capital Management’s Applied Optoelectronics AAOI Stock Holding History

Kornitzer Capital Management’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$367K Sell
2,474
-4,557
-65% -$741K 0.01% 513
2026
Q1 		$595K Sell
7,031
-43,182
-86% -$2.76M 0.01% 451
2025
Q4 		$1.75M Sell
50,213
-10,082
-17% -$301K 0.04% 336
2025
Q3 		$1.56M Hold
60,295
– – 0.03% 348
2025
Q2 		$1.55M Buy
+60,295
New +$976K 0.03% 345

Other funds holding AAOI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kornitzer Capital Management's AAOI Position: Q2 2026 in Review

Kornitzer Capital Management reduced its Applied Optoelectronics (AAOI) stake by 65% in Q2 2026, selling an estimated $741K and leaving 2,474 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #513.

Kornitzer Capital Management first reported a position in AAOI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.75M in Q4 2025. 481 funds tracked by Wall St. Rank hold AAOI as of Q2 2026.

  • Kornitzer Capital Management held 2,474 shares of Applied Optoelectronics worth $367K as of Q2 2026.
  • Kornitzer Capital Management sold 4,557 Applied Optoelectronics shares in Q2 2026, an estimated $741K.
  • Applied Optoelectronics made up 0.01% of Kornitzer Capital Management's portfolio in Q2 2026, its #513 holding.
  • Kornitzer Capital Management first reported a position in Applied Optoelectronics in Q2 2025 and has held it in 5 quarters since.
  • Kornitzer Capital Management's Applied Optoelectronics position peaked at $1.75M in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2026.

Based on Kornitzer Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.